Novo Nordisk’s Ozempic Jab. Credit score: Tobias Arhelger, Shutterstock.
Novo Nordisk’s newly appointed chief govt Mike Douster described the battle for dominance within the international weight problems drug market as a “marathon, not a dash” because the Ozempic maker steered buyers to the decrease finish of its 2025 gross sales and revenue forecasts and highlighted the prices of a serious restructuring.
In its outcomes launched on November 5, the Danish pharmaceutical group stated it anticipated gross sales development of 8-11% at fixed trade charges, in contrast with the earlier vary of 8-14%. Working revenue development is anticipated to vary from 4-10% to 4-7%.
The most recent outlook contains an 8 billion Danish kroner (1.07 billion euro) cost associated to a restructuring program with 9,000 job cuts, the Monetary Occasions stated.
Novo Nordisk additionally missed analysts’ expectations for third-quarter diluted earnings per share. Gross sales rose 15% at fixed trade charges to DKr 75 billion (EUR 10.05 billion), under the consensus of DK 77 billion (EUR 10.32 billion). Gross sales of diabetes medication reminiscent of Ozempic and Libersus rose 7%.
Dusdahl, who took over in August 2025 following the resignation of the earlier chief govt, stated he was “extremely relieved” about increasing entry to weight reduction medication. He emphasised that the problem is to not defend market share, however reasonably “market entry and market enlargement,” noting that of the 1 billion folks dwelling with weight problems around the globe, just one to 2 million are at present receiving remedy.
Novo has misplaced floor within the US to Eli Lilly, whose medication Munjaro and Zepbound are rapidly gaining traction. The group additionally faces competitors from duplicate variations of GLP-1 medication, and weaker-than-expected gross sales of Wigovy and Ozempic contributed to the revised outlook.
In response to Enterprise Insider, Novo’s share value has fallen by about 50% this yr on account of elevated competitors and the affect of U.S. drug tariffs, regardless of a nine-month gross sales improve of 12% in kroner phrases (15% in CER phrases) and a 4% improve in internet revenue. The publication additionally cited an estimated €1 billion restructuring impact.
Metsala Bid and Development Technique
Dusdahl stated Novo’s bid for U.S. biotech Metsala was not an indication of weak spot in its pipeline, however an effort to amass “aggressive complementary merchandise.”
The corporate can be constructing direct-to-consumer partnerships with Walmart and Costco within the US, increasing its telemedicine providers into new markets, and interesting knowledgeable physicians to advertise Wegovy’s wide selection of advantages, together with the just lately accredited MASH (metabolic-associated steatohepatitis) indication.
GLP-1 medicines reminiscent of Wegovy are reworking weight problems care throughout Europe.
For residents of Spain and different EU international locations, Novo’s give attention to entry partnerships and help for professionals, mixed with elevated competitors, could affect remedy availability, ready instances and out-of-pocket prices for remedy all through 2026.
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